Unit Trusts

A unit trust reduces your risk of investing in the stock market by pooling your savings with thousands of others, and then spreading the money across a wide range of shares or other types of investment.

Unit trusts are also cost effective, charging a fraction of what it would cost you to invest in a broad basket of shares by yourself. The beauty of unit trusts is that professional fund managers are employed to look after your money.

Unit Trust Performance

So what is a unit trust and what are the risks?

By diversifying your investment, a unit trust will spread the risk automatically. You could therefore benefit from stock market returns without limiting your investment to a small number of companies.

Whatever your objective, income now, income later, a growing income or building up a large investment, a suitable unit trust can be found. There are many unit trust plans available, and we can find a unit trust to meet your risk profile. Please contact us for further information

Unit Trusts & Income Tax

Income from unit trusts is liable to income tax and capital gains are potentially liable to capital gains tax if personal allowances and reliefs are exceeded.